See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,836 | $197,591-31.8% | $177,821-24.2% | $158,922-15.2% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | 23.64% | 58.76%-35.1pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $19,376 | $8,405+130.5% | $7,714+151.2% | $5,982+223.9% |
| Admin fee / account holder | $12,875 | $15,399-16.4% | $12,427+3.6% | $11,246+14.5% |